Pro-Posal Description
Create tailored, professional proposals on any device in mere seconds, whether you’re at the job site or elsewhere. You can send the bid immediately or save it to your account for later access. Pro-Posal conveniently generates an automatic reminder after seven days to follow up, which will display on your dashboard calendar. Utilize Pro-Posal to enhance communication with your clients effectively. Simply log into the program through our website to access your dashboard. Prefer not to handle the account setup yourself? No worries! Just send us an email, and Jessica will create your account at no cost. Additionally, keep important contact information stored within Pro-Posal to streamline follow-ups for future services. This ensures you never miss an opportunity to reconnect with your clients.
Pro-Posal Alternatives
EASA
EASA enableds a unique method of deploying Excel spreadsheets as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA, and logic and formulas are never converted but simply reused. In addition, EASA enables additional functionality above and beyond most spreadsheets, including (true) database functionality, integration and workflow management.
Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote),insurance raters, financial analytics and reporting, engineering calculations, and many more.
Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further.
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Popl
Popl is the leading solution for digital business cards and contactless lead capture, built for today’s professionals and teams. Instantly share your info—phone number, email, LinkedIn, calendar, and more—using a tap, QR scan, or custom link.
Designed for fast-paced environments like trade shows, events, and on-the-go meetings, Popl empowers users to collect leads instantly, tag contacts, add notes, and push them directly into CRMs like HubSpot, Salesforce, Zoho, and thousands more.
With a powerful team dashboard, organizations can manage user access, enforce brand consistency, monitor engagement, and streamline onboarding through Azure or CSV import. Integrated analytics and follow-up automations ensure every new connection drives real business impact.
Be part of the future of networking—powered by Popl.
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DocSales
You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it!
It can be used with major CRMs like Close.com, Hubspot and Pipedrive.
DocSales:
(1) Use Google Docs as a Document Template Editor to complete personalization
(2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically.
(3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign).
(4) Keep track of their openings.
(5) Move the card to a different column/phase or set opportunity to win it
(6) Integrate with Blling systems or payment processors
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smartOFFICE Online
smartOFFICE stands out as the sole cloud-based, enterprise-level workflow software designed specifically for custom smart home integrators, crafted by experts in the field. With our innovative tools, you can quickly generate stunning proposals, and once the agreement is finalized, seamlessly invoice clients, procure products, and organize work schedules. Enhance your operational processes with smartOFFICE Online today; it supports you from the initial contact through to creating impressive online or PDF proposals in just minutes, while also overseeing purchasing, inventory management, project oversight, time tracking, and integration with accounting software like QuickBooks Online or Desktop. Serving as a comprehensive end-to-end solution, smartOFFICE equips you with everything you need to streamline your business. Our guided Welcome Process allows you to set up a working demo featuring the brands you offer in less than five minutes. Additionally, you can take advantage of our smartPRENEUR Academy to view a complete demo and learn at your own pace, typically within an hour. This ensures that you are not only proficient in using the software but also empowered to maximize your business potential.
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Pricing
Pricing Starts At:
$30 per month
Integrations
No Integrations at this time
Company Details
Company:
Pro-Posal
Website:
www.CloseTheJob.com
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Product Details
Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Business Hours
Online Support
Pro-Posal Features and Options
Pro-Posal User Reviews
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